Nasser Saidi, former Chief Economist of the Dubai International Financial Center, has served as a vice governor of the Bank of Lebanon and as Lebanon’s Minister of the Economy and Industry. He is the author, most recently, of the OECD report Corporate Governance in the MENA Countries.
贝鲁特—2014年6月,一桶布伦特原油——国际石油市场的主要基准——卖115美元。如今,不到两年后,其价格是45美元——甚至更低。毫不奇怪,如此暴跌对沙特阿拉伯和波斯湾产油国造成了沉重打击,它们85%的收入要依靠石油。它们需要意识到,和过去的价格下跌不同,这次下跌不是暂时性的。
这一石油“新常态”反映了新现实:中国经济增长——及其石油需求——必然将下降;因为12月的气候变化巴黎大会的承诺,世界能源效率将提高;而破坏性创新正在大大提高页岩油气和可再生能源资源的竞争力。随着伊朗、利比亚、伊拉克重新成为主要石油出口国,低油价显然是不可避免并将长期持续的。
沙特阿拉伯和其他波斯湾国家不应该浪费这次危机。它们现在拥有一次最终实施全面经济改革的完美机会。
To continue reading, register now.
Subscribe now for unlimited access to everything PS has to offer.
Subscribe
As a registered user, you can enjoy more PS content every month – for free.
Register
Already have an account? Log in